- $130k-$140k + Super
- Sydney CBD - Hybrid work arrangements
- Leading multi-manager investment platform
This well-established Australian financial services firm operates a multi-manager investment platform offering diversified, actively managed portfolios through partnerships with specialist fund managers. The platform emphasises strong investment governance, data integrity, and transparent reporting to support financial advisers and their clients.
Role Overview
This is a newly created role for a Senior Performance & Reporting Analyst to join an Investment Operations team. This team plays a critical role in supporting investment operations, data management, and performance reporting for a suite of multi-manager portfolios.
Working closely with teams across investments, client services, and product, you’ll be responsible for managing performance and attribution reporting, ensuring accurate and timely delivery to a range of stakeholders including platforms, research houses, and clients.
You’ll also support broader product and performance analysis activities, including annual PDS updates and RG97 regulatory calculations. This is a hands-on, data-focused role that offers strong exposure to investment reporting processes and product governance in a dynamic, fast-paced environment.
Responsibilities
- Ensure accuracy and completeness of performance and flows data in collaboration with the Data & Systems Analyst
- Investigate and resolve data anomalies across reporting and analytics sets
- Validate datasets and ensure quality of investment reports and dashboards
- Produce daily, scheduled, and ad hoc performance and attribution reports
- Ensure reports comply with regulatory standards and internal controls
- Assist with design, testing, and implementation of new or updated reports
- Manage RG97 data collection and calculations across investment products
- Provide technical input for product and client servicing teams
- Participate in investment or product-related projects as required
- Build and maintain strong working relationships with data vendors and service providers
- Min 3-5 years experience in a similar role
- Strong understanding of investment reporting production and maintenance
- High attention to detail
- Excellent written and verbal communication skills
- Highly organised, analytical, and confident working independently in a dynamic environment
- Advanced Excel skills
Our client is a values-driven business that puts people first, clients, partners, and team members. They’re committed to delivering meaningful outcomes, not just services. It’s an environment where talented professionals are empowered to grow, think differently, and make a real impact.
Click on the ‘ APPLY’ button or call Melanie at +61 408 680 919
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